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West Linn-Wilsonville School District

Merrill Lynch

This Vendor Page has not been approved by Merrill Lynch,
but the information provided should be useful to you.

Merrill Lynch - General Status

Merrill Lynch is no longer accepting contributions into 403(b) account after 12/5/2008. Existing accounts may remain invested with this vendor, however loans will no longer be available on these accounts after 12/5/2008.

Merrill Lynch has provided this PDF documentation: View / Download

Merrill Lynch Landing Pages

Product and Fee Information

Click the link(s) below for information on Merrill Lynch products:

Marketing Information

Investment products of Merrill Lynch are marketed using the following approaches:

Helpful Employee Resources

Merrill Lynch has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment Merrill Lynch provides a weblink to us, we'll post it here immediately.

Active in Other CCC Employer 403(b) Plans

To see which other CCC Employers hold Active Payroll Slots with Merrill Lynch, please visit our General Merrill Lynch Page.


WLWV Status

If there are any special relationships between this Vendor and this Employer, explanations of such relationships will appear here.

Merrill Lynch Plan Number

When contacting Merrill Lynch or its local contacts, have ready your WLWV - Merrill Lynch PLAN OR GROUP NUMBER: To Be Determined

WLWV Local Contacts

Some investment companies have financial representatives authorized to do business on their behalves. Others have a do-it-yourself model utilizing robust online participant interfaces. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts.

Information Sharing Agreement, If Applicable

Merrill Lynch has NOT signed any Direct Information Sharing Agreement with WLWV or any Umbrella Information Sharing Agreement with CCC. Consequently, Merrill Lynch is NOT eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into WLWV 403(b) accounts.

Employer Minimum Contribution

WLWV does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).

Vendor Minimum Contribution

Merrill Lynch does not require any monthly contribution amount .

403(b) Investment Options

Merrill Lynch offers the following type(s) of 403(b) investment option:

Roth 403(b) Contribution Policy

Merrill Lynch does NOT accept Roth 403(b) contributions.

Vendor Forms and Online Submissions Links

When possible, CCC lists links to vendor forms links below. In the event the form you require is not linked below, please contact Merrill Lynch to request your form.